Amalgamated Bank’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-40,704
| Closed | -$600K | – | 2205 |
|
|
2021
Q2 | $600K | Buy |
+40,704
| New | +$596K | ﹤0.01% | 1528 |
|
|
2020
Q2 | – | Sell |
-13,616
| Closed | -$97K | – | 1710 |
|
|
2020
Q1 | $97K | Sell |
13,616
-522
| -4% | -$5.38K | ﹤0.01% | 1496 |
|
|
2019
Q4 | $170K | Buy |
14,138
+1,343
| +10% | +$15.6K | ﹤0.01% | 1676 |
|
|
2019
Q3 | $149K | Sell |
12,795
-189
| -1% | -$2.13K | ﹤0.01% | 1601 |
|
|
2019
Q2 | $157K | Buy |
12,984
+313
| +2% | +$3.52K | ﹤0.01% | 1634 |
|
|
2019
Q1 | $139K | Buy |
12,671
+432
| +4% | +$4.94K | ﹤0.01% | 1572 |
|
|
2018
Q4 | $129K | Buy |
12,239
+77
| +0.6% | +$968 | ﹤0.01% | 1493 |
|
|
2018
Q3 | $166K | Sell |
12,162
-35
| -0.3% | -$511 | ﹤0.01% | 1351 |
|
|
2018
Q2 | $194K | Buy |
12,197
+318
| +3% | +$5.23K | ﹤0.01% | 1584 |
|
|
2018
Q1 | $179K | Sell |
11,879
-153
| -1% | -$2.32K | ﹤0.01% | 1480 |
|
|
2017
Q4 | $186K | Buy |
12,032
+812
| +7% | +$13K | 0.01% | 1518 |
|
|
2017
Q3 | $186K | Sell |
11,220
-166
| -1% | -$2.51K | 0.01% | 1462 |
|
|
2017
Q2 | $175K | Buy |
11,386
+290
| +3% | +$4.5K | 0.01% | 1468 |
|
|
2017
Q1 | $182K | Buy |
11,096
+16
| +0.1% | +$266 | 0.01% | 1392 |
|
|
2016
Q4 | $183K | Buy |
+11,080
| New | +$160K | 0.01% | 1405 |
|
Other funds holding BPFH
Amalgamated Bank's BPFH Position: Q3 2021 in Review
Amalgamated Bank sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 40,704 shares — an estimated $600K sold.
Amalgamated Bank first reported a position in BPFH in Q4 2016 and held it in 15 quarters. The position peaked at $600K in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.
- Amalgamated Bank reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
- Amalgamated Bank sold 40,704 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $600K.
- Amalgamated Bank first reported a position in Boston Private Financial Holdings, Inc. in Q4 2016 and held it in 15 quarters.
- Amalgamated Bank's Boston Private Financial Holdings, Inc. position peaked at $600K in Q2 2021.
- 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.
Based on Amalgamated Bank's 13F filing for Q3 2021, filed 29 Oct 2021.